Stackstone Wealth, LLC: applying for SEC registration, Dubuque, IA
Stackstone Wealth, LLC (Dubuque, Iowa): applying for SEC registration, Dubuque, IA. Dated 148 days ago, it serves as a historical benchmark. Score 35/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 8 published fields of this record are shown below. Locked: 6 related IA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Stackstone Wealth, LLC |
| Legal name | Stackstone Wealth, LLC |
| CRD | 342692 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-06-10 |
| Latest Form ADV filing | 2026-08-25 |
| Location | Dubuque, IA, United States |
| Employees | 27 |
| Peer records CSV (7 IA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Stackstone Wealth, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of IA records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Stackstone Wealth + all 7 IA records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-10
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IA first): Van Diest Capital · Lane Family Wealth Management · Keystone Wealth Management · Bsc Capital Partners, LLC · Visionx Wealth Partners · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Stackstone Wealth, LLC and 7 Iowa peers
- Iowa NewRiaPulse records like this one: 7
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Iowa peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
35 / 100 Score
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Stackstone Wealth, LLC in Dubuque, Iowa?
Stackstone Wealth, LLC applied for SEC registration as an investment adviser (2026-06-10), based in Dubuque, IA.
How does Stackstone Wealth, LLC compare to other Iowa NewRiaPulse records?
It is 148 days old; check the official source for later updates before acting. Its Score of 35/100 is modest; treat it as background rather than a priority.
Stackstone Wealth, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Stackstone Wealth, LLC | Dubuque, IA | 2026-06-10 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in Iowa NewRiaPulse: In 120-day approval window
More Iowa public-record feeds
FEMA Hazard Mitigation Project Tracker in Iowa Federal Alcohol Permit Holder Directory in Iowa New SBA 7(a) & 504 Loan Approvals in Iowa Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Iowa CMS HAC Reduction & Readmissions Penalties by Hospital in Iowa Nursing Home Inspection Deficiencies by State & Severity in Iowa FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Iowa Newly Posted IRS Automatic Revocations of Tax Exemption in Iowa
How to monitor Stackstone Wealth, LLC and peer in 120-day approval window records
Get new NewRiaPulse records like Stackstone Wealth, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.